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Public API changes - July 2026

4 days ago

🚀 1. Release Notes

[IDM] New API: Investment communication matrices

[IDM] New Webhook Events: Landing Page widgets & lifecycle

  • Summary: Introduced a new set of Landing Page webhook events so integration teams can keep external systems (e.g. Salesforce/CRM) in sync with Landing Page configuration and publish state. Five events across two categories — widget events (funddata.landingpage.widget.added / .updated / .removed) for the DataRoomEntryPoint and DataRoomDocuments widget types, fired on Publish only; and lifecycle events (funddata.landingpage.published, funddata.landingpage.unpublished — unpublished also fires when a page is deleted).
  • Area of impact: Investor Data Management APIs — IDM webhook (funddata.landingpage.*)
  • Released date: June 30, 2026

[IDM] New API: List email templates

  • Summary: Added a read endpoint that returns a firm's available email templates and their IDs, filterable by emailType (documentDistribution, documentRequest, landingPageInvitation, customEmail). A returned id can be passed as emailTemplateId when creating or updating a document distribution package.
  • Area of impact: Investor Data Management APIs
  • Released date: June 30, 2026

[IDM] Updated API: Specify email template for document distribution

  • Summary: Create Draft Package and Update Draft Package now accept an optional emailTemplateId so API users can choose the notification email template instead of always using the firm default. All Package responses (Get / List / Create / Update) now also return an emailContent object (subject, body, primaryCta).
  • Area of impact: Investor Data Management APIs
  • Released date: June 30, 2026

[IDM] New API: Bulk distribute packages

  • Summary: New endpoint to distribute multiple draft packages in a single call, applying shared distribution settings (download permission, email notification, attach-to-email, email template) across all selected packages. Returns a requestId. All packages must belong to the firm and be in draft status; invalid or duplicate packageIds reject the whole request.
  • Area of impact: Investor Data Management APIs
  • Released date: July 7, 2026

[IDM] New API: Bulk import profiles for investment entities

  • Summary: New endpoint to import profile data for multiple investment entities in a single request, mirroring Update profile semantics for each IE, with per-IE success/failure reporting. Supports an optional importTemplateId.
  • Area of impact: Investor Data Management APIs
  • Released date: July 14, 2026

[IDM] New API: Bulk export profiles for investment entities

  • Summary: New endpoint to export profile data for one or more investment entities in a single request, with per-IE success/failure reporting; counterpart to the bulk Import profiles API. Supports an optional exportTemplateId.
  • Area of impact: Investor Data Management APIs
  • Released date: July 14, 2026

[Dataroom] Add actor info to webhook event payloads

  • Summary: Adding a new actor field to Data Room webhook event payloads (e.g. dataroom.user.add_to_group) to indicate whether the event was triggered via API or directly from the Anduin UI. When triggered from the API, include actor's email address.
  • Area of impact: Data Room webhook events (all event types, e.g. dataroom.user.add_to_group, dataroom.user.remove_from_group)
  • Released date: June 30, 2026

[Dataroom] New API: Resend invitation for invited participants

  • Summary: Customers can now send a reminder email to a pending invitee. The reminder uses the Data Room's reminder email template.
  • Area of impact: New Dataroom API
  • Released date: July 14, 2026

[Dataroom] New API: Participant tags